Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.
This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.
Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”
No harsh comments about the dog in the picture as he is a close friend of mine.
June 30 is often a time of reflection for investors and I thought I would sit down and do a quick self-review of the financial year gone by. As promised I went through and just noted the stocks that I have mentioned on the blog previously where I still hold, and picked out the ones that have looked shaky of late as at June 30. Continue reading “DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.”
I said I would do this quite some time ago so finally wanted to write down some thoughts on some books I have read over the last few months that others may find interesting. Continue reading “Some recommended value investing books”
I wrote a couple of months back about an activist LIC in GVF was a good opportunity at the time with the discount to NTA over 10% and I note with interest already today the discount has closed completely. I think investors like the fact it gives them non AUD exposure, this has assisted their numbers greatly since listing. They also probably appreciate it offers a different investing style, it can have some comparison with 2 other LICs mentioned below. Continue reading “ACTIVIST LIC’s”
The point of this category will be to over time, hopefully just the next few months, I will have maybe over 20 or so web links that can provide investors with useful ideas. Ones in particular that may have helped me in the past. So don’t expect so much links such as Bloomberg, Australian Financial Review, various broker web pages etc. I will try and keep the theme of those where investment ideas may come from rather than more news information tools. Here are a few as a start and I will edit the post in the future adding more. Simply click on this category at the side of the blog to check back later.
By no means are any links recommendations for any financial services provided, or in any way affiliates of this blog of mine. Some articles from the links may be of interest from a general nature and stimulate one’s own generation of new ideas. Continue reading “USEFUL VALUE INVESTING WEB LINKS”